GRANITE ISLANDS PRIVATE WEALTH, LLC

Q3 2026 13F-HR Holdings

Location
Guilford, CT
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$170,427
Net value change ($000)
+35,236 (26.1%)
New positions
17
Sold out positions
8
Turnover %
16.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RSP 5,152 NEW
VTI 4,774 NEW
AAPL 4,462 44.1%
NVDA 2,343 22.5%
BND 2,336 NEW
VWO 2,158 NEW
GEV 1,904 865.5%
DFAC 1,840 NEW
EXXONMOBIL HOLDINGS CORP 1,553 NEW
MSFT 1,494 37.3%
Top Reduces (Value $000, Stocks/ETFs)
ISRG -1,769 -100.0%
XOM -1,254 -100.0%
CELH -844 -100.0%
CEG -718 -100.0%
AXON -458 -21.9%
MTB -295 -100.0%
QXO -285 -23.7%
TSLA -263 -29.2%
HD -235 -15.1%
MS -233 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type